What John Armitage did in Q4 2025

Egerton Capital filed 9 moves in Q4 2025: 1 new, 4 add, 3 trim, 1 exit.

13F filed 2026-02-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.

New positions · 1

Fresh money

NEW·4.7% book·+25

“New Schwab position.”

Adds · 4

ADD +12%·8.9% book·−8

“Quality compounder add.”

FTITECHNIPFMC PLC

TRIM -6%·1.0% book·−13

PLPCPREFORMED LINE PRODS CO

TRIM -68%·0.2% book·−1

AEMAGNICO EAGLE MINES LTD

TRIM -11%·0.1% book·−12

Exits · 1

AAPLAPPLE INC

EXIT·0.0% book·−20

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	8.9%	−8
2	META Meta Platforms	7.2%	+3
3	GOOGL Alphabet Class A	6.8%	−26
4	NVDA NVIDIA	6.4%	+8
5	SCHW Charles Schwab	4.7%	+25
6	NFLX Netflix	3.9%	−1

Other quarters for John Armitage

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.